[Oasfaa] 2025-2026 OTAG Allocations

[Boes, Andrew]

Good morning folks,

I am reaching out regarding the recent emails from Colbi about the OTAG allocations for the 2025-2026 academic year. Due to some administrative hiccups, the email was sent out multiple times and there was an error in the original message. Consequently, it might have gotten lost in the shuffle of your inboxes.

I am resending the email to ensure that everyone has received the correct information and at the right time. Please find Colbi's updated email below for your reference. If you have any questions or need further assistance regarding the OTAG allocations, feel free to reach out to Colbi!


Andrew Boes

Budget and Finance Office Coordinator and Travel Auditor

Oklahoma State Regents for Higher Education

655 Research Parkway, Suite 200

Oklahoma City, OK 73104

(405) 225-9130

aboes at osrhe.edu<mailto:aboes at osrhe.edu>

________________________________
From: OASFAA <oasfaa-bounces at lists.onenet.net> on behalf of Beam, Colbi <cbeam at osrhe.edu>
Sent: Wednesday, July 9, 2025 5:06 PM
Subject: [Oasfaa] 2025-2026 OTAG Allocations

Good afternoon,

My apologies again for the emails earlier this week about OTAG allocations. Please see updated information attached and details below.

At their June 26th meeting, the Oklahoma State Regents for Higher Education approved an allocation of $17 million for the Oklahoma Tuition Aid Grant (OTAG) program in 2025-2026, the same amount that was approved for 2024-2025. The attached spreadsheet shows the 2025-2026 allocations to each institution participating in OTAG. The percentages used to allocated funds, based on the 2019-2020 actual OTAG expenditures, remain unchanged. Please note that this will be the fourth year for the same allocations percentages, however we plan to revise this allocation method next year.

We are currently updating the OTAG forms and information on the OSRHE Financial Aid Resources for institutions site: Oklahoma Tuition Aid Grant (OTAG) - Financial Aid Resources for Institutions - Oklahoma State Regents for Higher Education<https://okhighered.org/admin-fac/finaidresources/otag/>. The 2025-2026 OTAG Award Claim Form template, along with full instructions for completing the claim, will be available soon.

Please remember the primary student eligibility criteria: Oklahoma residents, Pell eligible (receiving Pell for the current payment period), and undergraduate students with sufficient need. Other awarding priorities include students with the most unmet financial need, students enrolled in programs meeting high-demand employment needs, students nearest to completing a degree or certificate, students who have remained continuously enrolled, etc.

Do not forget that the allocations are annual and we recommend that you award and claim roughly half each semester (fall/spring). You can also choose to award OTAG for a summer trailer semester if you underspend or reserve some of your allocation for that purpose. If you choose to award summer OTAG, please remember we must have all summer claims submitted before June 30, 2026.

It is important to claim your full allocation by June 30, 2026, as any remaining monies will not carry over into your 2026-2027 allocation and we will use previous years spending to determine the new allocation method.


Be sure and join us for the Scholarships and Grants Workshop on July 17th.

Register before noon this Friday to attend: https://app.smartsheet.com/b/form/ec066e42b1e64c069e3e34e33656249c

Please contact me if you have questions, or if I can be of assistance to you regarding the awarding of OTAG funds to your eligible students. My apologies for anyone who received this email twice, this was sent to OTAG contacts and the OASFAA Listserv.


Colbi Beam, Ph.D.

Associate Vice Chancellor for State Grants and Scholarships

Oklahoma State Regents for Higher Education



655 Research Parkway, Suite 200

Oklahoma City, Oklahoma 73104

cbeam at osrhe.edu<mailto:cbeam at osrhe.edu>

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